Atlantic House US Enhanced Equity Fund Class A USD Accumulation

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Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Atlantic House US Enhanced Equity Fund Class A USD Accumulation
  • Russell 1000 TR USD
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev15.39 %
3-Yr Mean Return14.90 %
 
3-Yr Sharpe Ratio0.88
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 Russell 1000 TR USD  S&P 500 TR USD
3-Yr Beta0.930.97
3-Yr Alpha-1.28-1.46
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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